Retirement Plans in General

5,811 topics in this forum

1. What to count for top heavy

   By Santo Gold, March 17, 2006
   • 1 reply
   • 1.3k views
   • 
   • Kirk Maldonado
   • March 18, 2006

2. Underage Employees

   By Dougsbpc, March 16, 2006
   • 4 replies
   • 2.4k views
   • 
   • Dougsbpc
   • March 17, 2006

3. Administration Forms

   By Guest darkhorse11, March 16, 2006
   • 0 replies
   • 2.3k views
   • 
   • Guest
   • March 16, 2006

4. Mandated Endorsements Under EGTRRA and ERTA

   By WDIK, March 9, 2006
   • 9 replies
   • 2.4k views
   • 
   • WDIK
   • March 13, 2006

5. Wants to Split W-2 Incom to get a part as 1099

   By katieinny, March 10, 2006
   • 4 replies
   • 2k views
   • 
   • katieinny
   • March 10, 2006

6. Notice to Interested Parties notice-Determination Ltr

   By Beltane, March 9, 2006
   • 1 reply
   • 1.7k views
   • 
   • saabraa
   • March 9, 2006

7. How to Claim a refund for taxes withheld from dividends

   By Appleby, March 2, 2006
   • 4 replies
   • 2.1k views
   • 
   • Appleby
   • March 7, 2006

8. top heavy status successor plan

   By R. Butler, March 7, 2006
   • 3 replies
   • 2.5k views
   • 
   • R. Butler
   • March 7, 2006

9. 415 limit with 2 businesses

   By betheeg, March 6, 2006
   • 5 replies
   • 1.7k views
   • 
   • betheeg
   • March 7, 2006

10. Termination prior to NRA

    By Guest LoloV, March 6, 2006
    • 1 reply
    • 1.7k views
    • 
    • rcline46
    • March 6, 2006

11. Cannot locate deferred vested participants

    By mal, February 24, 2006
    • 3 replies
    • 2k views
    • 
    • Guest
    • February 27, 2006

12. SAR - Information required to be given to participant

    By Guest terric, February 9, 2006
    • 2 replies
    • 1.9k views
    • 
    • WDIK
    • February 24, 2006

13. Prior Service Credit

    By Scott, February 24, 2006
    • 0 replies
    • 1.3k views
    • 
    • Scott
    • February 24, 2006

14. Type of business entity as factor in establishing PS Plan?

    By billfgrady, February 23, 2006
    • 4 replies
    • 2k views
    • 
    • Belgarath
    • February 23, 2006

15. Forms 1099-R and 945

    By imchipbrown, February 18, 2006
    • 1 reply
    • 1.7k views
    • 
    • WDIK
    • February 21, 2006

16. Partnership income for entry date compensation?

    By Guest esi-jht, February 17, 2006
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • February 17, 2006

17. ASG

    By Guest Beacon, February 17, 2006
    • 1 reply
    • 1.5k views
    • 
    • Ron Snyder
    • February 17, 2006

18. Hours of Service for Eligibility

    By mming, February 17, 2006
    • 0 replies
    • 1.3k views
    • 
    • mming
    • February 17, 2006

19. When Must A Plan Be Executed?

    By Scott, February 16, 2006
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • February 16, 2006

20. Stock Attribution and Controlled Group Determination

    By Guest EMM118, February 16, 2006
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • February 16, 2006

21. Correcting Form 945

    By Guest terric, February 16, 2006
    • 1 reply
    • 1.9k views
    • 
    • Bird
    • February 16, 2006

22. "Controlled group" and coverage (dis-)aggregation

    By AlbanyConsultant, February 15, 2006
    • 0 replies
    • 1.9k views
    • 
    • AlbanyConsultant
    • February 15, 2006

23. Eligibility requirements

    By Guest terric, February 10, 2006
    • 4 replies
    • 2.4k views
    • 
    • JAY21
    • February 13, 2006

24. break-in-service

    By Guest umike, February 10, 2006
    • 6 replies
    • 2.8k views
    • 
    • Guest
    • February 10, 2006

25. Military Leave and a Plan that requires Mandatory Contributions

    By Guest MikeD, February 10, 2006
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • February 10, 2006

26. What to include as compensation

    By Santo Gold, February 10, 2006
    • 4 replies
    • 2.1k views
    • 
    • Tom Poje
    • February 10, 2006

27. Two tiered MP allocation

    By Guest LoloV, February 9, 2006
    • 1 reply
    • 1.4k views
    • 
    • Mike Preston
    • February 10, 2006

28. using IRA funds to purchase a business

    By Guest jigpsu, February 8, 2006
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • February 9, 2006

29. Maryland Social Security Number Privacy Act

    By stephen, February 8, 2006
    • 4 replies
    • 4k views
    • 
    • E as in ERISA
    • February 8, 2006

30. schedule K1 income

    By eilano, February 3, 2006
    • 4 replies
    • 4.8k views
    • 
    • JAY21
    • February 7, 2006

31. contribution to plan as incentive comp

    By Guest cac3900, February 3, 2006
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • February 3, 2006

32. outsourcing pensions work - pros and cons

    By Guest student_actuary, January 2, 2006
    • 9 replies
    • 6.1k views
    • 
    • Guest
    • February 3, 2006

33. QDRO distributions & top heavy determination

    By Guest jim williams, January 31, 2006
    • 2 replies
    • 1.8k views
    • 
    • david rigby
    • February 1, 2006

34. HCE waiver

    By Santo Gold, January 31, 2006
    • 2 replies
    • 1.5k views
    • 
    • Effen
    • January 31, 2006

35. 404 excess

    By Earl, January 31, 2006
    • 3 replies
    • 2.5k views
    • 
    • Belgarath
    • January 31, 2006

36. Asset Sale

    By Guest jetfaninmn, January 25, 2006
    • 2 replies
    • 1.5k views
    • 
    • Locust
    • January 26, 2006

37. Can SAR reflect assumed name of sponsor?

    By chris, January 24, 2006
    • 6 replies
    • 1.6k views
    • 
    • chris
    • January 25, 2006

38. Fiduciary responsibility in an ERISA plan

    By Don Levit, January 20, 2006
    • 1 reply
    • 1.3k views
    • 
    • GBurns
    • January 25, 2006

39. Original amendment period to adopt ERISA

    By JanetM, January 19, 2006
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • January 20, 2006

40. Can a Trust Adopt a Qualified Plan?

    By namealreadyinuse, January 20, 2006
    • 0 replies
    • 1.5k views
    • 
    • namealreadyinuse
    • January 20, 2006

41. Over Contributed

    By Guest lindamichals, January 18, 2006
    • 5 replies
    • 1.7k views
    • 
    • E as in ERISA
    • January 19, 2006

42. Elapsed time vesting

    By rcline46, January 18, 2006
    • 1 reply
    • 2.8k views
    • 
    • Tom Poje
    • January 19, 2006

43. Form 1099-R: Distribution to a minor

    By Lori Friedman, January 16, 2006
    • 1 reply
    • 2.6k views
    • 
    • JanetM
    • January 16, 2006

44. SPD update

    By Guest Tammy2006, January 15, 2006
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • January 16, 2006

45. Are ESOP shares counted for 5% owner determination?

    By jukeboy56, January 13, 2006
    • 3 replies
    • 2.3k views
    • 
    • E as in ERISA
    • January 13, 2006

46. Sole Prop. Maintained a SEP-IRA; Incorporates and Establishes a DBPP in December

    By Guest EMM118, January 12, 2006
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 12, 2006

47. Charging expenses to terminated participants' accounts

    By Guest terric, January 12, 2006
    • 2 replies
    • 1.7k views
    • 
    • E as in ERISA
    • January 12, 2006

48. Best way to change name of employer

    By Guest esi-jht, January 5, 2006
    • 1 reply
    • 1.6k views
    • 
    • WDIK
    • January 9, 2006

49. Davis Bacon & Coverage testing

    By Guest penfirn, January 9, 2006
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • January 9, 2006

50. Canadian Citizen Serving as Plan Trustee

    By Guest EMM118, January 6, 2006
    • 1 reply
    • 1.6k views
    • 
    • rcline46
    • January 6, 2006